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Brogan D Baxter

Investment adviser representative at Four Quadrant Wealth Advisors, Inc.
22 yearsExperience
2 statesRegistered in
$219MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Four Quadrant Wealth Advisors, Inc.Apr 2004 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Four Quadrant Wealth Advisors, Inc.

$219MAssets managed
100Clients
8Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4790947
Firm CRD
130753
Advisor's SEC record (opens in a new tab)
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